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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,799 | $117,904+33.0% | $102,457+53.0% | $145,978+7.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.38% | 31.80%-20.4pp | 29.41%-18.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $6,608 | $3,613+82.9% | $3,022+118.7% | $4,662+41.7% |
| Participant deferral / active EE | $5,882 | $5,733+2.6% | $5,054+16.4% | $6,690-12.1% |
| Admin fee / account holder | $10,312 | $13,329-22.6% | $9,451+9.1% | $13,400-23.0% |